Nerdwallet, Inc.
NRDS- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001625278
No open-market purchases or sales by Nerdwallet, Inc. insiders were filed in the last 90 days; 147 institutions reported holding it in 13F filings for Q2 2026, worth $252.3M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Nerdwallet, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 139
- +6 vs. Q1 2025
- Shares held
- 27.4M
- −29.9K (−0.1%) vs. Q1 2025
- Total value
- $301.0M
- +$52.4M (+21.1%) vs. Q1 2025
- New holders
- 27
- 62 more added
- Sold out
- 21
- 27 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NRDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 147 | $252.3M |
| Q1 2026 | 158 | $315.7M |
| Q4 2025 | 161 | $399.6M |
| Q3 2025 | 145 | $300.1M |
| Q2 2025 | 139 | $301.0M |
| Q1 2025 | 134 | $248.7M |
| Q4 2024 | 128 | $389.2M |
| Q3 2024 | 113 | $340.0M |
| Q2 2024 | 108 | $446.0M |
| Q1 2024 | 114 | $453.6M |
| Q4 2023 | 104 | $440.2M |
| Q3 2023 | 95 | $245.3M |
| Q2 2023 | 106 | $266.0M |
| Q1 2023 | 99 | $498.6M |
| Q4 2022 | 82 | $238.3M |
| Q3 2022 | 66 | $205.6M |
| Q2 2022 | 68 | $171.9M |
| Q1 2022 | 49 | $217.8M |
| Q4 2021 | 42 | $269.0M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Nerdwallet, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 11,508 | $126.2K | 0.00% | +1,916+20.0% | Added |
| Royal Bank of Canada | 11,406 | $125.0K | 0.00% | +8,970+368.2% | Added |
| Voya Investment Management LLC | 11,253 | $123.4K | 0.00% | +1,158+11.5% | Added |
| Arizona State Retirement System | 10,518 | $115.4K | 0.00% | +367+3.6% | Added |
| New York State Common Retirement Fund | 9,985 | $109.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,139 | $100.3K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,000 | $65.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,893 | $42.7K | 0.00% | +1,054+37.1% | Added |
| Ameritas Investment Partners, Inc. | 3,499 | $38.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,926 | $32.0K | 0.00% | +2,926 | New |
| Quarry LP | 2,381 | $26.1K | 0.01% | +781+48.8% | Added |
| Newbridge Financial Services Group, Inc. | 1,750 | $19.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,149 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,150 | $12.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 802 | $8.80K | 0.00% | +802 | New |
| Essential Partners LLC | 793 | $8.70K | 0.00% | +793 | New |
| Global Retirement Partners, LLC | 448 | $4.92K | 0.00% | +448 | New |
| EverSource Wealth Advisors, LLC | 426 | $4.67K | 0.00% | +375+735.3% | Added |
| Caitong International Asset Management Co., Ltd | 416 | $4.56K | 0.00% | +400+2,500.0% | Added |
| Clearstead Advisors, LLC | 396 | $4.34K | 0.00% | +396 | New |
| True Wealth Design, LLC | 356 | $3.91K | 0.00% | +195+121.1% | Added |
| IFP Advisors, Inc | 273 | $3.00K | 0.00% | +273 | New |
| Stephens Consulting, LLC | 265 | $2.91K | 0.00% | +265 | New |
| GAMMA Investing LLC | 220 | $2.41K | 0.00% | +151+218.8% | Added |
| Harbour Investments, Inc. | 204 | $2.24K | 0.00% | +204 | New |
| Allworth Financial LP | 176 | $1.93K | 0.00% | +147+506.9% | Added |
| The PNC Financial Services Group, Inc. | 172 | $1.89K | 0.00% | +172 | New |
| Jones Financial Companies LLLP | 120 | $1.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 116 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 100 | $1.10K | 0.00% | +62+163.2% | Added |
| Rothschild Investment LLC | 95 | $1.04K | 0.00% | +95 | New |
| Signaturefd, LLC | 91 | $998 | 0.00% | +50+122.0% | Added |
| Parkside Financial Bank & Trust | 55 | $603 | 0.00% | +55 | New |
| Parallel Advisors, LLC | 37 | $406 | 0.00% | −23−38.3% | Reduced |
| Advisor Group Holdings, Inc. | 25 | $274 | 0.00% | −6−19.4% | Reduced |
| SBI Securities Co., Ltd. | 25 | $274 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 18 | $163 | 0.00% | +18 | New |
| Raymond James Financial Inc | 7 | $77 | 0.00% | +7 | New |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −168,051−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −164,278−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −93,298−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −64,516−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −57,752−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −38,239−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,971−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −21,284−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −17,694−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,530−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −17,189−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,021−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −16,448−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −12,597−100.0% | Sold out |
| Evelyn Partners Investment Management LLP | 0 | $0 | 0.00% | −12,450−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| RHS Financial, LLC | 0 | $0 | 0.00% | −11,037−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Vista Wealth Management Group, LLC | – | – | – | – | Not filed |